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iShares S&P 500 Growth Index shares owned by One Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 157k 84.44
2023-09-30 $4.4M 64k 68.42
2023-06-30 $1.1M 16k 70.48
2022-12-31 $81k 1.4k 58.50

More positions owned by One Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Carbon Trans (LCTU)

View all positions for One Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index